Financial Advisers - recommendations /experiences please
 

We're looking to move back to NZ from the UK after 12:years away. We both have UK pensions and could really use some advice. Can anyone recommend anyone useful to talk to for proper advice ?

Re: Financial Advisers - recommendations /experiences please
 

ChCh4me may be able to help. If not he will know someone that can. I'll ping him.

He's tried and tested for being a reliable good'un.

For many it is a long weekend here as Anzac Day is tomorrow & also school holidays.

Re: Financial Advisers - recommendations /experiences please
 

Yes I'd be happy to help, will private message you.

Just as a general comment, there have been so many changes with UK pensions that many Advisers will no longer provide advice in this area. It is essential to seek an Adviser that specializes and has experiance with such matters. I have come across cases where investors have taken advice from offshore firms that are not familiar with NZ tax issues or have recommended investing offshore which can cause even bigger NZ bills.

Hope that helps.

Re: Financial Advisers - recommendations /experiences please
 

Thanks, I can't view your message yet as it seems I need to have more than 3 posts and the above was my first!

Re: Financial Advisers - recommendations /experiences please
 

:fingerscrossed: